SpaceX has added another agreement to its portfolio in the field of AI infrastructure. According to information based on documents reviewed by CNBC, it has signed a computing power agreement worth over $6 billion with the open-source AI startup Reflection AI.
Under the agreement, Reflection AI will gain access to Nvidia GB300 chips located within SpaceX’s Colossus infrastructure. The company has reportedly agreed to pay $150 million per month from July 1, 2026, through 2029. It is noted that if the agreement is fully implemented, the total payment amount will reach approximately $6.3 billion.
The contract also states that either party may terminate the agreement by providing 90 days’ notice, effective three months after the agreement takes effect.
Reflection AI marks the third major AI infrastructure deal SpaceX has signed in recent weeks. Earlier, the company reportedly signed computing capacity agreements with Anthropic for $1.25 billion per month and with Google for $920 million per month.
Meanwhile, despite the news, there were sharp sell-offs in U.S. space and aerospace stocks. Planet Labs shares fell 4.7%, Satellogic 9.2%, Redwire 10.9%, SpaceX 10%, Rocket Lab 9.4%, and Intuitive Machines 9.3%.
